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Oliver Lagore Vanvalin Investment Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$37.9K Buy
+1,112
New +$37.4K 0.01% 281
2024
Q4 		$57.1K Sell
1,522
-623
-29% -$24K 0.01% 238
2024
Q3 		$81.3K Sell
2,145
-1,202
-36% -$44K 0.02% 194
2024
Q2 		$116K Sell
3,347
-19
-0.6% -$660 0.03% 156
2024
Q1 		$121K Buy
3,366
+623
+23% +$21.3K 0.04% 164
2023
Q4 		$95.2K Sell
2,743
-16
-0.6% -$496 0.04% 155
2023
Q3 		$83.8K Buy
2,759
+1,141
+71% +$36.9K 0.03% 185
2023
Q2 		$52K Buy
+1,618
New +$49.5K 0.02% 247

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ISMD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2025: 1,112 shares worth $37.9K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ISMD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ISMD in Q2 2023 and has held it in 8 quarters since. The position peaked at $121K in Q1 2024. 79 funds tracked by Wall St. Rank hold ISMD as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,112 shares of Inspire Small/Mid Cap Impact ETF worth $37.9K as of Q2 2025.
  • Inspire Small/Mid Cap Impact ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #281 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Inspire Small/Mid Cap Impact ETF position peaked at $121K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.